Client Relationship Manager for External Asset Managers
vor 1 Woche
Your Role
As Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices and provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.
Your Responsibilities
- Maintain and develop existing EXAMs relationships
- Develop solutions / processes that meet expectations and objectives of the EXAMs
- Provide research and investment solutions
- Promote services offered by the Bank
- Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
- Prepare client meetings and events
- Manage retrocessions and related commissions
- Respond to clients enquiries by email or phone
- Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
- Monitor credit lines and maturities of investments
- Monitor administrative issues
Your Profile
- University degree in Finance or completed apprenticeship or similar banking education
- 5-10 years of practical experience in the field of Finance
- Excellent Microsoft Office skills
- Knowledge in Avaloq is an advantage
- Excellent communication and presentation skills
- Ability to weigh problems and set priorities, strong analytical and problem solving skills
- Excellent interpersonal skills and ability to work under pressure
- Strong work ethics, integrity and high level of accountability
- Fluency in German and English
Your Benefits
- Entrepreneurial spirit in a family owned bank
- Central city office locations across Switzerland
- Above average insurance coverage fully borne by the bank
- Contribution to health insurance and meal allowance
- Global growth strategy and stable environment
- Competitive offering
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